Dashboard

Your practice home screen — today's activity, quick actions and key numbers at a glance.

Dashboard overview CliniForm
Today 12 appointments
Clients 3 new this week
Revenue £2,450
Upcoming: Sarah M — 10:30 Facial
Upcoming: James T — 11:00 Consultation
Task: Review consent form for Emma L
Illustrated preview of Dashboard overview.

Walkthrough

  1. Open Dashboard from the left menu to see today's snapshot.
  2. Review upcoming appointments, recent clients and outstanding tasks.
  3. Use quick links to jump into Clients, Consultations or My Day.
  4. Check notifications and alerts at the top of the screen.

Tips

  • Pin My Day to your browser if reception uses it all day.
  • Dashboard numbers update as appointments and payments are recorded.

Related guides

My Day Reception and practitioner workspace for running today's clinic — appointments, check-in and quick client access. Support tickets Raise questions or report issues to the Cliniform team and track replies in one thread. Smart calendar Day and week views with practitioners, rooms, availability and live appointment status. Notifications The bell in the top bar — appointment changes, form completions, messages and payments.